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Analysis

Jay Sivapalan

08 September 2020 • By Jay Sivapalan • 1 min read

A wild ride for inflation expectations

Why have inflation expectations rallied since their ebb in March, and what does it mean for fixed-income investors? Inflation risk is an important ...

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Jay Sivapalan

It’s not all doom and gloom for dividends

Investors must look beyond the headlines when considering their income strategy over the next 12 months. We’ve heard a significant level of hyper...

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Jay Sivapalan

A moral and financial imperative

The Juukan Gorge case has brought the issue of human rights and corporate risks into sharp focus. The ongoing fallout from the controversy shows that ...

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Jay Sivapalan

The office of the future – and implications for office REITs

Are you reading this article from your office, surrounded by your keyboard, mouse, pen, papers and... a child or dog running around the house? With...

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Jay Sivapalan

Video game binge reflects the future

With the coronavirus pandemic sweeping the globe, and people confined to their homes in many nations, the world is experiencing an electronic sports a...

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Jay Sivapalan

Companies are failing on climate risk

Since the final recommendations of the Task Force for Climate-related Disclosures (TCFD) emerged a few years ago, a plethora of the world’s largest ...

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Jay Sivapalan

Is it time to add water to your portfolio?

Australia is the world’s driest inhabited continent and a region where agricultural production isn’t limited by the suitable fertile land, but ins...

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Jay Sivapalan

The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to se...

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Jay Sivapalan

Reasons why the outlook for the US dollar is weak

So far, 2020 has been a volatile year for financial markets, and the currency markets have been no exception. The US dollar advanced nearly 9 per c...

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Jay Sivapalan

Pandemic a case study in sequencing risk for retirees

One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in financial market...

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